WOSTMANN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOSTMANN & ASSOCIATES 401(K) PLAN
Measure | Date | Value |
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2014: WOSTMANN & ASSOCIATES 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WOSTMANN & ASSOCIATES 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WOSTMANN & ASSOCIATES 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 43 |
Number of participants with account balances | 2012-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WOSTMANN & ASSOCIATES 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: WOSTMANN & ASSOCIATES 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 41 |
Number of participants with account balances | 2009-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
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2014 : WOSTMANN & ASSOCIATES 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $384,904 |
Expenses. Total of all expenses incurred | 2014-12-31 | $77,597 |
Benefits paid (including direct rollovers) | 2014-12-31 | $77,324 |
Total plan assets at end of year | 2014-12-31 | $1,628,788 |
Total plan assets at beginning of year | 2014-12-31 | $1,321,481 |
Value of fidelity bond covering the plan | 2014-12-31 | $124,000 |
Total contributions received or receivable from participants | 2014-12-31 | $225,645 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $273 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $10,923 |
Other income received | 2014-12-31 | $70,785 |
Net income (gross income less expenses) | 2014-12-31 | $307,307 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,628,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,321,481 |
Assets. Value of participant loans | 2014-12-31 | $8,046 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $77,551 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : WOSTMANN & ASSOCIATES 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $6 |
Total income from all sources | 2013-12-31 | $474,407 |
Expenses. Total of all expenses incurred | 2013-12-31 | $405,135 |
Benefits paid (including direct rollovers) | 2013-12-31 | $404,868 |
Total plan assets at end of year | 2013-12-31 | $1,321,481 |
Total plan assets at beginning of year | 2013-12-31 | $1,252,203 |
Value of fidelity bond covering the plan | 2013-12-31 | $124,000 |
Total contributions received or receivable from participants | 2013-12-31 | $176,942 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $267 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $245,537 |
Net income (gross income less expenses) | 2013-12-31 | $69,272 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,321,481 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,252,203 |
Assets. Value of participant loans | 2013-12-31 | $2 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $51,928 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : WOSTMANN & ASSOCIATES 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $420,439 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,841 |
Benefits paid (including direct rollovers) | 2012-12-31 | $12,311 |
Total plan assets at end of year | 2012-12-31 | $1,252,203 |
Total plan assets at beginning of year | 2012-12-31 | $844,605 |
Value of fidelity bond covering the plan | 2012-12-31 | $124,000 |
Total contributions received or receivable from participants | 2012-12-31 | $153,750 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $530 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $87,869 |
Other income received | 2012-12-31 | $123,791 |
Net income (gross income less expenses) | 2012-12-31 | $407,598 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,252,203 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $844,605 |
Assets. Value of participant loans | 2012-12-31 | $33,843 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $55,029 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : WOSTMANN & ASSOCIATES 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $172,469 |
Expenses. Total of all expenses incurred | 2011-12-31 | $24,353 |
Benefits paid (including direct rollovers) | 2011-12-31 | $24,203 |
Total plan assets at end of year | 2011-12-31 | $844,605 |
Total plan assets at beginning of year | 2011-12-31 | $696,489 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $152,442 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-40,168 |
Net income (gross income less expenses) | 2011-12-31 | $148,116 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $844,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $696,489 |
Assets. Value of participant loans | 2011-12-31 | $28,189 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $60,195 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $150 |
2010 : WOSTMANN & ASSOCIATES 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $273,864 |
Expenses. Total of all expenses incurred | 2010-12-31 | $65,136 |
Benefits paid (including direct rollovers) | 2010-12-31 | $65,036 |
Total plan assets at end of year | 2010-12-31 | $696,489 |
Total plan assets at beginning of year | 2010-12-31 | $487,761 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $135,297 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $76,604 |
Net income (gross income less expenses) | 2010-12-31 | $208,728 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $696,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $487,761 |
Assets. Value of participant loans | 2010-12-31 | $1,269 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $61,963 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
2014: WOSTMANN & ASSOCIATES 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: WOSTMANN & ASSOCIATES 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: WOSTMANN & ASSOCIATES 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: WOSTMANN & ASSOCIATES 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: WOSTMANN & ASSOCIATES 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |